Relyea Zuckerberg Hanson LLC

CIK

1793691

Location

STAMFORD, CT

Portfolio Value

Micro $9,210,210

Diversification

Diversified

Filing Date

Global Rank

#3,273 / 8,336 ▲ 40

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed Apr 30, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.3%

SPY

+74.2%

Annualised alpha

-2.8%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

180 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−1.6 pts

Top 5

31.4%

−3.3 pts

Top 10

44.9%

−2.9 pts

HHI

290

Diversified−44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$102,182,654	38
Unclassified	15.6%	$44,790,903	7
Financial Services	11.5%	$33,166,432	28
Healthcare	10.1%	$29,055,641	21
Industrials	6.1%	$17,630,013	31
Consumer Cyclical	5.9%	$16,997,184	14
Communication Services	5.4%	$15,437,247	8
Consumer Defensive	4.5%	$12,962,029	9
Energy	3.2%	$9,210,210	10
Utilities	0.9%	$2,566,254	6
Basic Materials	0.7%	$2,026,203	3
Real Estate	0.4%	$1,186,235	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BLNE	Beeline Holdings, Inc.	+26,000	40,000	$94,000
PANL	Pangaea Logistics Solutions Ltd.	+14,151	37,228	$263,574
MRSH	Marsh & Mclennan Companies, Inc.	+10,330	16,875	$2,926,968
FBTC	Fidelity Wise Origin Bitcoin Fund	+9,123	14,362	$847,788
GLDM	World Gold Trust	+7,972	63,400	$5,876,546
JNJ	Johnson & Johnson	+2,890	34,418	$8,413,135
T	At&T Inc.	+1,680	25,943	$752,087
VZ	Verizon Communications Inc	+1,669	9,459	$474,841
PLTR	Palantir Technologies Inc.	+1,640	6,160	$901,084
NFLX	Netflix Inc	+1,523	11,469	$1,102,744
BMY	Bristol Myers Squibb Co	+1,485	5,525	$335,091
NEE	Nextera Energy Inc	+1,434	8,039	$746,662
III	Information Services Group Inc.	+1,324	116,899	$448,892
DHR	Danaher Corp /De/	+1,158	2,327	$441,199
CRM	Salesforce, Inc.	+989	3,187	$594,917
SCHW	Schwab Charles Corp	+948	6,917	$650,059
MS	Morgan Stanley	+911	9,212	$1,516,018
QQQ	Invesco Qqq Trust, Series 1	+909	18,120	$10,458,501
PFE	Pfizer Inc	+736	15,846	$444,955
PAYX	Paychex Inc	+732	4,675	$430,661
CVX	Chevron Corp	+677	5,878	$1,216,158
DUK	Duke Energy CORP	+610	4,003	$524,152
TXN	Texas Instruments Inc	+568	1,791	$347,704
AVGO	Broadcom Inc.	+395	14,518	$4,493,466
AMAT	Applied Materials Inc /De	+354	6,728	$2,299,563
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBLK	Star Bulk Carriers Corp.	−60,987	64,390	$1,479,038
AAPL	Apple Inc.	−14,507	81,130	$20,589,982
FSLY	Fastly, Inc.	−14,000	259,838	$7,550,892
INTC	Intel Corp	−12,530	22,106	$975,537
TTEK	Tetra Tech Inc	−12,188	70,468	$2,122,496
NVDA	Nvidia Corp	−6,569	117,385	$20,471,944
KO	Coca Cola Co	−5,854	31,037	$2,360,363
IBIT	iShares Bitcoin Trust ETF	−5,592	11,317	$434,799
CSCO	Cisco Systems, Inc.	−5,557	28,002	$2,172,675
ACN	Accenture plc	−3,902	5,341	$1,059,066
MSFT	Microsoft Corp	−3,890	52,233	$19,335,089
JPM	Jpmorgan Chase & Co	−3,863	23,699	$6,971,297
CSX	Csx Corp	−3,361	9,057	$371,789
ADP	Automatic Data Processing Inc	−3,350	11,189	$2,273,381
MRK	Merck & Co., Inc.	−3,263	10,344	$1,244,279
MO	Altria Group, Inc.	−3,011	4,460	$294,315
V	Visa Inc.	−2,943	12,956	$3,915,821
EMR	Emerson Electric Co	−2,741	4,935	$646,583
PEP	Pepsico Inc	−2,632	7,092	$1,101,316
MMM	3M Co	−2,308	2,442	$354,651
ARES	Ares Management Corp	−2,145	3,634	$396,469
ABT	Abbott Laboratories	−2,014	23,884	$2,452,170
DIS	Walt Disney Co	−1,883	3,227	$311,018
PM	Philip Morris International Inc.	−1,819	5,637	$932,021
XOM	Exxon Mobil Corp	−1,804	33,319	$5,652,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
WMB	Williams Companies, Inc.	5,175	$376,636
CI	Cigna Group	974	$259,814
PSX	Phillips 66	1,403	$255,598
EPD	Enterprise Products Partners L.P.	6,300	$238,392
MSI	Motorola Solutions, Inc.	541	$234,777
TRV	Travelers Companies, Inc.	790	$230,427
DELL	Dell Technologies Inc.	1,388	$227,812
EQIX	Equinix Inc	230	$225,455
GD	General Dynamics Corp	654	$224,465
WELL	Welltower Inc.	1,128	$223,016
ET	Energy Transfer LP	11,000	$212,300
JCI	Johnson Controls International plc	1,613	$211,222
FDX	Fedex Corp	590	$210,146
BKR	Baker Hughes Co	3,363	$205,311
AZO	Autozone Inc	60	$202,666
AGNC	AGNC Investment Corp.	16,002	$160,500
ELDN	Eledon Pharmaceuticals, Inc.	12,000	$36,960
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	7,197	$420,160
ACV	Virtus Diversified Income & Convertible Fund	10,051	$264,240
ADBE	Adobe Inc.	670	$234,493
UPS	United Parcel Service Inc	2,268	$224,962
NDAQ	Nasdaq, Inc.	2,163	$210,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $9,210,210 total · Energy only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Reduced	33,319	-1,804	$5,652,901	+33.7%	61.38%
CVX	Chevron Corp Energy	Added	5,878	+677	$1,216,158	+53.4%	13.20%
MPC	Marathon Petroleum Corp Energy	Reduced	1,547	-14	$377,746	+48.8%	4.10%
WMB	Williams Companies, Inc. Energy	NEW	5,175	NEW	$376,636	NEW	4.09%
VLO	Valero Energy Corp/Tx Energy	Added	1,478	+1	$365,184	+51.9%	3.96%
KMI	Kinder Morgan, Inc. Energy	Added	9,245	+268	$309,984	+25.6%	3.37%
PSX	Phillips 66 Energy	NEW	1,403	NEW	$255,598	NEW	2.78%
EPD	Enterprise Products Partners L.P. Energy	NEW	6,300	NEW	$238,392	NEW	2.59%
ET	Energy Transfer LP Energy	NEW	11,000	NEW	$212,300	NEW	2.31%
BKR	Baker Hughes Co Energy	NEW	3,363	NEW	$205,311	NEW	2.23%